I’ve listened to you over the years and one of the big complaints has been finding the time to come back into the office to pickup your returns when we’ve already discussed the numbers that will most likely show up on the return during our meeting together.

The answer to your requests is that we can now deliver your Tax Returns to you via a Dropbox-like account from “SMARTVAULT” that will have your personalized folders complete with password protection. You can also use this account to deliver important and sensitive documents to us instead of using email so that the security concerns inherent with emails will not be a concern to you. And...

All documents such as W-2s, your Excel Workbook, your completed Tax Return etc... are in one secure place that you can access year round from anyplace with all your devices just by using your email and password. No more emailing me in a panic that you need a tax return that you can’t find to apply for a mortgage or rent a new apartment! No more scrambling to find your employer info and W-2s to file for unemployment... and, much more!

No need to come pickup your tax return in person. You can review it on your own computer at home or on the train and once you are good with it, return the signed efile authorizations. No more trying to have to fit a pickup at my office into your busy schedules!

All documents you share with us via this method are much more secure than emailed documents and that reduces the possibility of identity theft via email!